Job
Description
As an Investment Manager at FinEdge, your role revolves around guiding clients on their financial journey, providing expert financial mentorship, delivering hyper-personalized solutions, fostering meaningful engagements, and upholding the highest ethical standards. Your success is not measured by sales figures but by client outcomes, making it a client-centric approach with a focus on long-term relationships and impactful conversations. You will be leveraging the award-winning Dreams into Action (DiA) platform to deliver tailored investment strategies entirely from our Gurugram office, ensuring a healthy work-life balance with no late hours or pressure-driven selling. Key Responsibilities: - Guide clients on their financial journey by defining, prioritizing, and executing their investment plans through deep collaboration. - Provide expert financial mentorship to help clients avoid investing pitfalls, manage market volatility, and stay committed to long-term wealth creation. - Deliver hyper-personalized solutions by leveraging DiA's intelligent insights to create tailored investment strategies. - Foster meaningful, value-driven engagements through impactful conversations daily, ensuring clients stay on track towards their goals. - Uphold the highest ethical standards by operating with zero mis-selling, ensuring full transparency and integrity. Qualifications Required: - 0-3 years of experience, with a mindset emphasizing attitude, empathy, and purpose-driven investing over prior industry experience. - Excellent communication skills to articulate financial concepts in a simple, engaging manner, with proficiency in English & Hindi preferred. - A Master's Degree is required, and certifications like CFP (Certified Financial Planner) are an added advantage. - Genuine passion for financial planning, with a strong desire to help people achieve financial independence through ethical and goal-based investing. - Adaptability & organizational skills to multi-task, manage client interactions efficiently, and follow a structured investment process. - Post-Joining Requirement: Clearing the NISM Series V-A certification is mandatory. Join FinEdge to be part of a company that values ethics, integrity, and client-first investing. Develop deep expertise in goal-based investing and behavioral finance while growing your career with purpose through learning, growth, and professional development opportunities. The starting CTC for Post-Graduates is 7.4 LPA, reflecting the value you create for your clients through engagement, commitment to ethical and value-driven investing, and delivering a high-quality, process-led investing experience. If you're ready to make a real impact in the world of investing, apply now and become a part of FinEdge's mission to enable purposeful, ethical, and high-impact investing.,
